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Wealthfront (WLTH) Competitors

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$11.18 +0.73 (+6.99%)
Closing price 04:00 PM Eastern
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$11.52 +0.35 (+3.09%)
As of 05:32 PM Eastern
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WLTH vs. BXSL, STEP, MAIN, OBDC, and HLNE

Should you buy Wealthfront stock or one of its competitors? Wealthfront's main competitors and comparable companies include Blackstone Secured Lending Fund (BXSL), StepStone Group (STEP), Main Street Capital (MAIN), Blue Owl Capital (OBDC), and Hamilton Lane (HLNE). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Wealthfront compare to Blackstone Secured Lending Fund?

Wealthfront (NASDAQ:WLTH) and Blackstone Secured Lending Fund (NYSE:BXSL) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, earnings, analyst recommendations, dividends, valuation, institutional ownership, profitability and risk.

36.5% of Blackstone Secured Lending Fund shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 0.1% of Blackstone Secured Lending Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Blackstone Secured Lending Fund has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blackstone Secured Lending Fund, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M4.47-$42.07M-$0.93N/A
Blackstone Secured Lending Fund$1.42B3.90$563.46M$1.2718.71

Wealthfront currently has a consensus target price of $12.29, indicating a potential upside of 17.57%. Blackstone Secured Lending Fund has a consensus target price of $24.89, indicating a potential upside of 4.73%. Given Wealthfront's stronger consensus rating and higher probable upside, analysts plainly believe Wealthfront is more favorable than Blackstone Secured Lending Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
Blackstone Secured Lending Fund
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.30

Blackstone Secured Lending Fund has a net margin of 21.51% compared to Wealthfront's net margin of -19.42%. Blackstone Secured Lending Fund's return on equity of 11.86% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Wealthfront-19.42% -14.62% -5.13%
Blackstone Secured Lending Fund 21.51%11.86%5.10%

In the previous week, Wealthfront had 6 more articles in the media than Blackstone Secured Lending Fund. MarketBeat recorded 8 mentions for Wealthfront and 2 mentions for Blackstone Secured Lending Fund. Blackstone Secured Lending Fund's average media sentiment score of 0.75 beat Wealthfront's score of 0.46 indicating that Blackstone Secured Lending Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Blackstone Secured Lending Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Blackstone Secured Lending Fund beats Wealthfront on 8 of the 14 factors compared between the two stocks.

How does Wealthfront compare to StepStone Group?

Wealthfront (NASDAQ:WLTH) and StepStone Group (NASDAQ:STEP) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, media sentiment, institutional ownership, risk, valuation, profitability and dividends.

Wealthfront presently has a consensus price target of $12.29, indicating a potential upside of 17.57%. StepStone Group has a consensus price target of $67.44, indicating a potential upside of 63.19%. Given StepStone Group's stronger consensus rating and higher possible upside, analysts plainly believe StepStone Group is more favorable than Wealthfront.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
StepStone Group
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Wealthfront has higher earnings, but lower revenue than StepStone Group. Wealthfront is trading at a lower price-to-earnings ratio than StepStone Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M4.47-$42.07M-$0.93N/A
StepStone Group$1.99B2.47-$535.81M-$7.72N/A

Wealthfront has a net margin of -19.42% compared to StepStone Group's net margin of -30.53%. StepStone Group's return on equity of 43.38% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Wealthfront-19.42% -14.62% -5.13%
StepStone Group -30.53%43.38%4.40%

55.5% of StepStone Group shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by insiders. Comparatively, 15.7% of StepStone Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Wealthfront had 1 more articles in the media than StepStone Group. MarketBeat recorded 8 mentions for Wealthfront and 7 mentions for StepStone Group. StepStone Group's average media sentiment score of 0.80 beat Wealthfront's score of 0.46 indicating that StepStone Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
StepStone Group
2 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

StepStone Group beats Wealthfront on 8 of the 14 factors compared between the two stocks.

How does Wealthfront compare to Main Street Capital?

Main Street Capital (NYSE:MAIN) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, earnings, risk, profitability, institutional ownership, dividends and valuation.

Main Street Capital has a net margin of 78.49% compared to Wealthfront's net margin of -19.42%. Main Street Capital's return on equity of 11.80% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Main Street Capital78.49% 11.80% 6.32%
Wealthfront -19.42%-14.62%-5.13%

In the previous week, Main Street Capital had 10 more articles in the media than Wealthfront. MarketBeat recorded 18 mentions for Main Street Capital and 8 mentions for Wealthfront. Wealthfront's average media sentiment score of 0.46 beat Main Street Capital's score of 0.45 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Main Street Capital
8 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

20.3% of Main Street Capital shares are owned by institutional investors. 3.8% of Main Street Capital shares are owned by insiders. Comparatively, 27.4% of Wealthfront shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Main Street Capital presently has a consensus price target of $61.00, indicating a potential upside of 13.98%. Wealthfront has a consensus price target of $12.29, indicating a potential upside of 17.57%. Given Wealthfront's higher probable upside, analysts plainly believe Wealthfront is more favorable than Main Street Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Main Street Capital
0 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.45
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40

Main Street Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Main Street Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Main Street Capital$566.39M8.84$493.40M$4.9610.79
Wealthfront$364.99M4.47-$42.07M-$0.93N/A

Summary

Main Street Capital beats Wealthfront on 10 of the 13 factors compared between the two stocks.

How does Wealthfront compare to Blue Owl Capital?

Blue Owl Capital (NYSE:OBDC) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, media sentiment, risk, institutional ownership, profitability and analyst recommendations.

Blue Owl Capital currently has a consensus price target of $12.83, indicating a potential upside of 27.13%. Wealthfront has a consensus price target of $12.29, indicating a potential upside of 17.57%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, equities analysts clearly believe Blue Owl Capital is more favorable than Wealthfront.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40

Blue Owl Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blue Owl Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$1.85B2.69$800.36M$0.5618.03
Wealthfront$364.99M4.47-$42.07M-$0.93N/A

Blue Owl Capital has a net margin of 16.99% compared to Wealthfront's net margin of -19.42%. Blue Owl Capital's return on equity of 9.49% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital16.99% 9.49% 4.19%
Wealthfront -19.42%-14.62%-5.13%

In the previous week, Wealthfront had 5 more articles in the media than Blue Owl Capital. MarketBeat recorded 8 mentions for Wealthfront and 3 mentions for Blue Owl Capital. Blue Owl Capital's average media sentiment score of 0.88 beat Wealthfront's score of 0.46 indicating that Blue Owl Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blue Owl Capital
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

42.8% of Blue Owl Capital shares are owned by institutional investors. 0.1% of Blue Owl Capital shares are owned by insiders. Comparatively, 27.4% of Wealthfront shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Blue Owl Capital beats Wealthfront on 11 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Hamilton Lane?

Hamilton Lane (NASDAQ:HLNE) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their dividends, valuation, analyst recommendations, media sentiment, institutional ownership, risk, profitability and earnings.

97.4% of Hamilton Lane shares are owned by institutional investors. 24.0% of Hamilton Lane shares are owned by insiders. Comparatively, 27.4% of Wealthfront shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Hamilton Lane has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Hamilton Lane, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hamilton Lane$858.37M5.31$249.18M$6.5612.50
Wealthfront$364.99M4.47-$42.07M-$0.93N/A

Hamilton Lane currently has a consensus price target of $124.63, indicating a potential upside of 51.96%. Wealthfront has a consensus price target of $12.29, indicating a potential upside of 17.57%. Given Hamilton Lane's stronger consensus rating and higher probable upside, analysts clearly believe Hamilton Lane is more favorable than Wealthfront.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hamilton Lane
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40

In the previous week, Wealthfront had 2 more articles in the media than Hamilton Lane. MarketBeat recorded 8 mentions for Wealthfront and 6 mentions for Hamilton Lane. Hamilton Lane's average media sentiment score of 1.08 beat Wealthfront's score of 0.46 indicating that Hamilton Lane is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hamilton Lane
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Hamilton Lane has a net margin of 32.14% compared to Wealthfront's net margin of -19.42%. Hamilton Lane's return on equity of 25.10% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Hamilton Lane32.14% 25.10% 15.75%
Wealthfront -19.42%-14.62%-5.13%

Summary

Hamilton Lane beats Wealthfront on 13 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WLTH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WLTH vs. The Competition

MetricWealthfrontCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.75B$5.13B$13.56B$12.93B
Dividend YieldN/A7.62%6.09%19.59%
P/E Ratio-12.0230.0124.7625.40
Price / Sales4.701,133.24479.9775.42
Price / CashN/A47.5843.3652.75
Price / Book2.733.462.716.02
Net Income-$42.07M$415.07M$1.32B$380.68M
7 Day Performance2.66%-0.23%-0.20%-3.01%
1 Month Performance2.85%-1.33%-2.23%-5.59%
1 Year PerformanceN/A7.80%9.30%-5.24%

Wealthfront Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WLTH
Wealthfront
2.924 of 5 stars
$11.18
+7.0%
$12.29
+9.9%
N/A$1.75B$371.71MN/A391
BXSL
Blackstone Secured Lending Fund
1.8459 of 5 stars
$24.10
+2.6%
$24.89
+3.3%
-10.2%$5.47B$1.42B18.982,020
STEP
StepStone Group
3.9435 of 5 stars
$43.91
-0.6%
$67.44
+53.6%
-38.2%$5.27B$1.99BN/A1,310
MAIN
Main Street Capital
3.6422 of 5 stars
$54.52
+0.6%
$61.67
+13.1%
-8.5%$5.07B$566.39M10.99110
OBDC
Blue Owl Capital
3.9686 of 5 stars
$10.16
+1.4%
$12.83
+26.3%
-21.5%$4.94B$1.85B18.15N/A

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This page (NASDAQ:WLTH) was last updated on 10/15/2026 by MarketBeat.com Staff.
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